*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
7220 Trade St
San Diego, California 92121
Paul Anderson is a very astute individual with over 2 decades to tax expertise. My wife and I have had meetings with him in the past when we needed help. He did not just answer my question but explained the Pros and Cons. You don't get that service at Turbo tax HR Block. Also, Theresa is great as the Office manager. When Paul is very busy in assisting clients she has personally answered many of my questions. Outstanding quality,experience, hospitable folks and great office staff. This is how a business shou
I?ve had the pleasure of working with Paul as my CPA for the past nine years, and I couldn?t be more grateful for his guidance and expertise. From the very beginning, he?s demonstrated not only his extensive knowledge of tax laws and financial strategies but also a genuine commitment to my financial well-being. Paul takes the time to explain even the most complex concepts in a way that?s clear and reassuring, helping me feel confident and informed every step of the way. Over the years, his attention to deta
I have been a client of Paul's for over a decade, and I cannot recommend him highly enough. His honesty and integrity are truly commendable, making tax season much less stressful. He is always reasonable with his fees and takes the time to explain complex financial matters in an understandable way. In addition to his CPA services, I also utilize his bookkeeping services for my small business. His attention to detail and responsiveness have been invaluable, allowing me to focus on growing my business while
I can?t recommend Paul enough! His extensive knowledge and expertise made tax season an absolute breeze. He was incredibly responsive, always available to answer my questions and provide clear explanations. Paul genuinely cares about his clients and goes above and beyond to ensure everything is accurate and optimized to get the best possible outcome. Thanks to his meticulous attention to detail, I felt confident knowing that my taxes were in expert hands, and he helped me identify deductions and breaks I ha
Paul has been our CPA for 8+ years. He is meticulous and detailed. He is timely with his filing and instructions. When we have questions about our filing situation, he is already available to answer them. His summary of our tax report is one that stands out. It?s comprehensive and explains where we can do better to save?etc. Thanks Paul for your work!
We were becoming overwhelmed with the bookkeeping and tax preparation as our business grew. It was simply too stressful keeping apprised of IRS changes and the computer program we were using left a lot of room for interpretation. The last thing we needed was to make an unintentional mistake that had serious consequences. We went to Paul simply to guide us through our return and answer a few questions . But he and his staff went above and beyond. At that first meeting he helped us quite a bit and even poin
Top notch service! Paul and his Team have been our trusted tax advisor for the past 10 years. We would recommend Paul to anyone looking for a responsive, trustworthy, thorough and personable team to help propel forward their business. (or personal)
Paul and his team are great! My dad referred me to Paul. His team has been so attentive (and patient) with me! I know nothing about taxes and feel comfortable with them handling mine. 10/10 would recommend.
I've worked wtih several CPA's over the year for my CPG business, and Paul has been by far the best expert I have worked with in this field. He's vastly knowledgeable, responds in a timely fashion, and helps to guide me when filing documents are out of my area of understanding or expertise. I would recommend Paul for other business owners like me who want to trust that their business will be handled compliantly and on time by someone who truly cares about the service they provide. Thank you Paul!
I can't recommend Paul Anderson enough for their CPA and bookkeeping services! Their team is professional, knowledgeable, and always quick to respond to my questions. They've made tax season a breeze and helped streamline my business's finances, saving me both time and money.
I've used Paul for all my tax needs for several years now and he's always been timely and has given great advice. He's found deductions for me that I never knew existed, even though I try to keep up-to-date on financial issues.
I've only been working with Paul for 1 year, but have been very pleased with his service and knowledge. He responds promptly to questions throughout the year, has an organized system, and his staff are very helpful as well. Thank you, Paul and team!
I have known Paul for many years and have referred him multiple times. Everyone I have referred him to have been extremely happy. He is very knowledgable and has helped me personally on a number of occasions. This guy understands taxes!
There's no need to fear, Paul Anderson is here. I kept putting off a tax year, down to the last day, Paul assured me I had nothing to worry about. I gathered up everything he asked for, stuffed it in an envelope, brought it by. Now, I can't of course say this will happen with you...but I got a refund! Not huge, but I thought because of my circumstances, I surely would have had to pay. Thank you Paul, another year in the books!!
I can hardly itemize the many securities I feel in the Paul Anderso CPA Firm. He and all of his team are friendly, welcoming, professional, and skillful. Specifically, there were no surprises, though the Real Estate market has been evolving continuously since Covid. Those of us who required EIDL and PPP grants and Loans were guided along by the Team, despite recurring problems with the SBA database, for instance. Throughout the year I had a half a dozen inquiries to fax over to them for clarity, and I r
Paul is very professional and efficient. He was recommended by a coworker, and we have used him for our taxes the last 2 years. His communication is great and he answers questions in An understandable and timely matter. Would definitely recommend.
Paul Anderson is a fantastic CPA! He is extraordinarily knowledgeable and knows everything about the tax codes and laws. He is also always on top of the changes that the IRS is consistently making. I've never felt more aware of taxes than I have since known Paul! I highly recommend working with him.
I hired Paul 2 years ago and have been very satisfied! I was grateful for his service to get me the most out of my taxes!
I couldn't recommend Paul more! My hubby and I opened a small business in the second half of 2020, and a different CPA we hired in 2021 to do our taxes COMPLETELY botched them- he wrote off ALL start up costs and assets, giving us a massive negative income for the year. Not only did Paul get us a big refund for 2021, he amended our botched 2020 taxes and will save us thousands of dollars over the next 7 years by properly depreciating our assets. He knows his stuff, is great to work with, responds to emails
Great advice and timely service for my complicated tax situation! I am overwhelmed by my refund amount. Highly recommend Paul and his team!
What a great team! Paul Anderson CPA made sense and order when I could not. I could not be more pleased with the professionlism, courtesy and understanding to get me on track and provided all the help I could ask for! Thank you!
Paul has been awesome to work with over the last two years. He has done our personal and S Corp returns. He is knowledgeable, quick to reply, and very easy going and friendly. Would highly recommend!
Paul is a great CPA and tax preparer. He has been doing my taxes for more than 5 years with diligence and attention to detail. He has acted as my fiduciary in numerous matters. He can be totally trusted.
I highly recommend Paul Anderson! It?s now been a few years that I have been using his services for our business & personal filings. Friendly, easy and fast would be the best words to describe my experience with Paul. Knowing that I needed to file our business return by March 15th, I reached out yesterday, March 11th ???????. Honestly, I thought that I was going to have to file an extension but Paul squeezed me in this morning. He sent a secured/encrypted link that allowed me to upload my tax documents
Paul is very knowledgable and thoughtful. He will work day and night to help his clients. he always finishes his work on time and go beyond his ways to find solutions for clients. Paul has good personality and comfortable to work with.
I have used Paul's services for 5 years and find him prompt, fair, knowledgeable and I recommend him
Working with Paul made our tax filing much easier. Responsive and knowledgeable.
Paul?s been my accountant for over 10 years now. Always efficient and dependable and just a really nice guy. Highly recommend!!
I highly recommend Paul Anderson for all of your accounting needs. He is extremely knowledgeable and professional. Thank you for all of the hard work Paul!
Knowledgeable and honest interactions. Good team that gets it done. Plain & simple.
Professional, efficient, informative, timely, pleasant, insightful, supportive, and oh so helpful right when you need it. Paul is AMAZING!
My husband and I have had the best service and we feel so confident in his advice and recommendations We highly recommend Paul for business and personal tax advice and assistance.
The best CPA we ever worked with, thank you!
Paul is very knowledgeable, down-to-earth and reliable. I highly recommend Paul!
Paul is very thorough.
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.